Category Archives: Practice Management

September Event with PLTG – New Charts in Excel 2016

Professional Legal Trainers Group (PLTG) is a group of (mostly) New York law firm software trainers, which meets regularly to exchange ideas about supporting the legal training community.  They’ve invited me to their September 14th event called Effective Data Visualization: … Continue reading

Posted in eDiscovery, Everybody, law firm training, Lit Support, Practice Management, trial graphics | Leave a comment

“Very Hidden” Worksheets in Excel – Another eDiscovery Challenge

Most experienced Excel users know how to find and unhide hidden worksheets in an Excel file.  Typically, you can right-click on any tab name and you will see the Unhide option if there are any hidden worksheets. (More about that below)  Any attorney … Continue reading

Posted in CLE, eDiscovery, Native File Review, Practice Management | Tagged , | Leave a comment

Upcoming CLE Event for Chicago Bar Association – Advanced Excel for Litigators

The CBA is hosting an exciting new Excel Esquire program called Advanced Excel for Litigators at the historic Chicago Bar Association Building from 12-3 pm on April 20th.  This will be a small, interactive program with plenty of opportunity for … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged , , , , | Leave a comment

Avoiding Inadvertent Productions and Other Excel Blunders: New CLE via Wolters Kluwer/myLawCLE

Wolters Kluwer/myLawCLE will webcast my exciting new CLE presentation from 2-4 pm on October 16th.  I will use real Excel files to explain tricky features of Excel that attorneys must be aware of, such as hidden content, filters, comment boxes, … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged , , , , , | Leave a comment

Digital Detectives Podcast Interview with Excel Esquire’s Ben Kusmin – Spreadsheets as Evidence

Sharon Nelson and John Simek from the Legal Talk Network’s Digital Detectives podcast recently interviewed Excel Esquire’s Ben Kusmin about the pitfalls (and opportunities) faced by lawyers when handling their clients’ Excel spreadsheets. Among other things, we discussed native review of … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged , , , , , , | Leave a comment

Scared Straight? Reviewing Excel Files in the Wake of Wells Fargo

The Wells Fargo inadvertent disclosure episode provides a high-profile reminder that attorneys who are responsible for reviewing and producing client documents must thoroughly understand those documents.  There were several process breakdowns that led to the inadvertent disclosure of thousands of confidential records, … Continue reading

Posted in CLE, eDiscovery, formulas, Lit Support, Native File Review, Practice Management | 5 Comments

Excel Filters and the Duty of Technology Competence

The Harris County Law Library in Houston, Texas recently hosted my presentation “Excel Essentials for the Practice of Law.”  Among other topics, I explained how filters work in Excel, and how they present pitfalls for the unwary lawyer.  When lawyers … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Leave a comment